Accel Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
1,380
-6
| -0.4% | -$2.13K | 0.16% | 139 |
|
|
2025
Q1 | $486K | Sell |
1,386
-1
| -0.1% | -$350 | 0.18% | 127 |
|
|
2024
Q4 | $438K | Buy |
1,387
+5
| +0.4% | +$1.58K | 0.17% | 141 |
|
|
2024
Q3 | $380K | Buy |
1,382
+10
| +0.7% | +$2.75K | 0.14% | 156 |
|
|
2024
Q2 | $360K | Buy |
1,372
+471
| +52% | +$124K | 0.14% | 147 |
|
|
2024
Q1 | $252K | Buy |
901
+100
| +12% | +$27.9K | 0.11% | 180 |
|
|
2023
Q4 | $209K | Buy |
+801
| New | +$209K | 0.1% | 179 |
|
|
2023
Q2 | – | Sell |
-515
| Closed | -$116K | – | 835 |
|
|
2023
Q1 | $116K | Hold |
515
| – | – | 0.05% | 298 |
|
|
2022
Q4 | $107K | Hold |
515
| – | – | 0.05% | 233 |
|
|
2022
Q3 | $96K | Sell |
515
-203
| -28% | -$37.8K | 0.05% | 258 |
|
|
2022
Q2 | $151K | Sell |
718
-46
| -6% | -$9.67K | 0.09% | 176 |
|
|
2022
Q1 | $173K | Buy |
764
+1
| +0.1% | +$226 | 0.09% | 174 |
|
|
2021
Q4 | $165K | Buy |
763
+317
| +71% | +$68.6K | 0.08% | 186 |
|
|
2021
Q3 | $99K | Sell |
446
-51
| -10% | -$11.3K | 0.06% | 220 |
|
|
2021
Q2 | $116K | Sell |
497
-160
| -24% | -$37.3K | 0.08% | 211 |
|
|
2021
Q1 | $139K | Buy |
657
+128
| +24% | +$27.1K | 0.11% | 174 |
|
|
2020
Q4 | $116K | Buy |
+529
| New | +$116K | 0.11% | 185 |
|